Christopher John Caporaletti
Investment adviser representative at Bright Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$265MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Bright Wealth Management, LLCMar 2022 to now
- Equitable Advisors, LLCMay 2020 to Jan 2022
- AXA Advisors, LLCMay 2020 to Jun 2020
- Military Sales & ServicesJun 2019 to May 2020
- Raleigh Investment Group/triple R RanchNov 2018 to May 2020
- Tolleson Investment AdvisorsSep 2018 to May 2020
- Inwood Asset Management, Inc.Feb 2011 to Jun 2018
- Cashen Investment AdvisorsJan 2010 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bright Wealth Management, LLC
$265MAssets managed
180Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5855241
- Firm CRD
- 169771